--- title: "Create a Client > Client Settings R12" canonical: "https://technology.bytangram.com/space/TGKB/634126341/Create%20a%20Client%20%3E%20Client%20Settings%20R12" format: markdown --- Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional **client settings**, including new job, price quote and invoice settings, as well as employee access to the client. The fields listed in the article below are recommended as part of the *initial client set-up*. Other fields are available, however will be dependent on your agency processes. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## ACCESS THE CLIENT CARD There are two options for adding information to a client: 1. via the client card pop-up presented upon completion of [creating the client](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/616136899) ![image](media://f5b7e29b-dfea-4af0-b07b-8bd4b8bc7979) 2. via the **resources **module > **resource default grid** - Select the **client** > open the **client card** ![image](media://df5fa469-f80e-4475-9cc6-20a34aa1e763) --- ## GENERAL SETTINGS There are a few key pieces of information to add in general settings. - Go to the client card and click on the **client settings** :settings: tab > then select the **general settings** menu item at the top of the list ![image](media://36efa21b-a7d8-4373-aef0-e9321557cd55) - Be sure to complete the following field (other available fields are optional): | | | | --- | --- | | **FIELD** | **DESCRIPTION ** | | **Account Manager** | Select the person that owns the client relationship, as defined in your agency. This may be used for reporting and in approval flows. | | **Default Payment Terms** | Select the client's default payment terms | | **Order No.** | Tick if the order number (Client PO) must be filled in when invoicing (in order to finalise/send an invoice) | --- ## EMPLOYEE ACCESS The **employee access** tab is used to block/allow access to the client at a user level. - Go to the client card and click on the **client settings** :settings: tab > then select the **employee access** menu item at the top of the list - **Shift + select** all users that should have access to this client and their jobs - Select **further options** - Click **grant access and display to selected users** ![image](media://a50c9f0f-ebc0-4141-9927-a35e4d5cdd47) --- ## NEW EMPLOYEE ACCESS TO CLIENTS New employee access to clients ensures that new employees will automatically have access to this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **new** **employee access to clients** menu item at the top of the list - Check the **grant access to client data** box for your agency/company - Select any other relevant agency if this is a shared client (for multi company databases) ![image](media://b9c4d24a-a614-40e7-a274-eae7b1586362) --- ## NEW JOB SETTINGS Default key settings when **creating new jobs** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **new job settings** menu item at the top of the list ### Client Defaults: - For single company/agency clients, use the first tab to select any relevant **client default** settings to be applied to jobs created for this client. For example, a default price list or language ![image](media://3608fb26-987f-4fdb-9f3c-b074de80239c) ### Company Defaults: - For global clients (for multi company databases) use the second tab, **company defaults**, to apply new job defaults to this client for each company/agency ![image](media://69982b49-5a1a-4890-8d87-99828bfe8fbb) --- ## CREATE JOB PERMISSIONS Used to define which access roles in each company can **create new jobs** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **create job permissions** menu item at the top of the list. - If you have multi company WorkBook database, for all companies within the database that* *this client is not applicable to, select **blocked** in the job set-up permissions column * * ![image](media://fe14504a-f6f2-4c39-97b7-13d8adee393d) --- ## PRICE QUOTE SETTINGS Default key settings when **creating new price quotes** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **price quote settings** menu item at the top of the list From here you can determine: - If you would like to show sales tax (VAT/GST) on price quotes - Add/edit the **comment **(default footer) that will show on price quotes for this client ![image](media://df78b2e6-61e5-4dcb-92d4-0f27567b40c4) --- ## INVOICE SETTINGS Default key settings when **creating new invoices** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **invoice settings** menu item at the top of the list From here you can: - Define the financial rules relating to invoicing this client ![image](media://b68ba788-32b9-401d-abb4-5424ac2d8edc) --- ## DEBTOR Create, link or unlink **debtors** for this client. - Go to the client card and click on the **client settings** :settings: tab > then select the **debtor** menu item at the top of the list - Click on the icons to create, link or unlink debtor(s) - Check the box to set the primary debtor for this client ![image](media://1e81ac79-cbdc-440a-87bf-b5fe0a8356fe) --- To see all of the fields available on a client record, please see the individual client settings articles below: > Macro (children) --- ### Related articles > Macro (contentbylabel)